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PROGRAM: DataPlus QuickBooks - Harvester Configuratioin

Table of Contents
Harvester Configuration
Related FAQs
QuickBooks Harvester
Start QuickBooks Harvester
  1. Click on Start/All Programs/Hogan Data/dpQuickBooks/QuickBooks Harvester
    2. Processing Options
  2. unCheck Skip Date Check
    3. Note: New data in enties will sync based on last sync date. You can check Skip Date Check if you want to perform full import.
  3. unCheck Sync Mode
  4. Enter 30 Timeout (seconds)
    5. Note: Timeout can be adjusted if you have a very large database and connection to QuickBooks is timeing out.
  5. unCheck Allow Table Creation
    6. Note: When checked QBTables in DataPlus SQL database are created or recreated.
    Environment Configuration
  6. unCheck Details Logging
  7. unCheck Lob Debugs
  8. unCheck Suppress Warnings
    9. Note: If Harvesting issues are present, checking logs will facilitate discovery of problems.
Start QuickBooks Harvester
    Entity Selection
    All Entities
  1. Choose All Entities
    2. Note: This will sync all QuickBooks entities to the DataPlus SQL database (dpQuickBooks).
    Note: Current list of available enties. Child enties are also encluded. e.g. Invoice / Invoice Line Items
Start QuickBooks Harvester
    Entity Selection
    Ad Hock Entities
  1. Choose Ad Hock Entities
    2. Note: This will sync selected QuickBooks entities to the DataPlus SQL database (dpQuickBooks).
    Note: Current list of available enties. Child enties are also encluded. e.g. Invoice / Invoice Line Items
    Sample
  2. Check Customer
  3. Check Customer Type
  4. Check Estimate
  5. Check Invoice

    6. Sample
  6. Click on All
    7. Checks all entities then you can uncheck entities you do not want to sync
  7. Click on None
    8. No entities checked, then you can check entities you do want to sync
  8. Click on Opposite
    9. Entities checked will be unchecked and enties unchecked will be checked.
  9. Click on Start Harvest
  10. Are you sure you want to start the harvest now?
  11. Click Yes
QuickBooks Harvester - Connection Override
Start QuickBooks Harvester
    Connection Overide
  1. As you modify/customize the sections, tags will be added to the command line, reflecting your changes.
    2. Connection Overide
  2. Remote Server QUICKBOOKSSERVER
  3. Remote Port 3790
  4. Company File C:\path\to company file.qbw
    5. Note: The purpose of "Connection Override" is to change the default configuration of Harvester.

    This would allow you to Harvest a different QuickBooks company files.

    This can be saved & run with a batch file
    Entity Selection
  5. Click on All Entities
  6. Or click on Ad Hoc Entities if you want to run specified entities.
Start QuickBooks Harvester
    Command Line
    Entity Selection
  1. Check Ad Hoc Entities you want harvested
  2. Ensure QuickBooks is open
  3. Click on Start Harvest
  4. Are you sure you want to start the harvest now?
  5. Click Yes
Start QuickBooks Harvester
    Command Line
    Harvesting
Start QuickBooks Harvester
    Command Line
    Harvest Complete
  1. Click on Close & Review if you want to review
  2. Click on Close
Start QuickBooks Harvester
    Batch File
  1. Download zipped batch file sample here.
  2. Save zipped batch file to C:\Program Files\Hogan Data\DataPlus 4.0/
    3. Note: Your DataPlus server installatiion should have created the file for you in the above location.
  3. Unzip Import-QBH.CommandLine.zip in current location.
  4. Edit batch file Import-QBH.CommandLine.bat
  5. Copy the Command Line from Harvester by clicking on Copy To Clipboard
Start QuickBooks Harvester
    Batch File
  1. Replace the command line on the right with your copied command line from Harvester.
  2. Save Import-QBH.CommandLine.bat
  3. Import-QBH.CommandLine.bat can manually be run from C:\Program Files\Hogan Data\DataPlus 4.0/
  4. You can also run Import-QBH.CommandLine.bat on a scheduled basis using Windows Task Scheduler
"C:\Program Files\Hogan Data\DataPlus 4.0\dpQuickBooks-Harvester-Console.exe" /op:3790 /os:QuickBooksServer /oc:"C:\path\to company file.qbw"
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